JM Finn

Over £8.3bn funds under management. Over 23,000 clients accounts. High quality, personalised investment management service.

Supporting growth and change

Wealth Management company with excellent customer service focus, aiming for more proactive development of clients.  Provide support to IMS in adjusting to changes.

Over a 5 month period designed and facilitated workshop sessions with over 55 Investment Managers to enhance business growth through effective client management.  Other workshops focused on effective management of change.

Client development is improving and increased referrals business.  Actual funds under management growth should follow in next 12 months.

Fee change managed highly effectively with significant uplift in revenues and minimal impact on client satisfaction.

  • 98% scored the course delivery with 4.5/ 5
  • Most common words used to describe work: Well presented, Interactive, Time Well Spent, Helpful, Participative, Professional, Practical, Stimulating, Motivating, Valuable